Unpacking Common Retirement Challenges(Ep. 3)
Did you know that the average retired couple could end up paying hundreds of thousands of dollars in taxes on their retirement savings?
Join Tyson Thacker and Ryan Thacker, as they introduce us to Bob and Carol—representative avatars of the thousands of families they’ve helped navigate retirement through their B.O.S.S. Retirement Blueprint. Gain insights into how personalized retirement planning can not only address but mitigate the significant tax burdens that could impact your golden years. Learn through the example of Bob and Carol’s the importance of tax planning, and how small adjustments today can save significant sums tomorrow!
Ryan and Tyson discuss:
- The characters of The B.O.S.S. Retirement Blueprint, and share insights on their retirement challenges
- How personal passions and family time shape retirement goals
- The impact of taxes on retirement accounts and strategies to minimize them
- The differences between tax preparation and tax planning
- And more
Resources:
- The B.O.S.S. Retirement Blueprint
- Social Security Administration: How is Social Security financed?
- IRS: RMD’s
Get your FREE B.O.S.S. Retirement Blueprint:
3 Ways to Respond:
- Text BLUEPRINT to (435) 500-0665
- Call: (800) 769-7550
- or Click Here
Connect with Tyson Thacker:
Connect with Ryan Thacker:
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Our firm assists retirees and pre-retirees in the creation of retirement strategies utilizing investment and insurance products. We are fiduciary financial planners who create custom retirement plans to help maximize social security and minimize tax and risk. Advisory services are offered through B.O.S.S. Retirement Advisors, a Registered Investment Advisory firm. Insurance products and services are offered through B.O.S.S. Retirement Solutions. Marketing materials are provided by Infinity Marketing Services.
This content is provided for informational purposes only. It is provided by third parties and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. We are not affiliated with any government agency including the Social Security Administration.
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